Notify When Signing is Complete: You can decide who in the firm will receive any signing event notifications.

These notifications include: Your tax return is signed by all signers, Opted out of signature, e-file authorization forms received.

Reminders

You can toggle the voucher reminders on or off before sending the return, depending on preference.

You can turn the reminders on or off after delivery by visiting the Actions drop-down in Delivered Returns.

Remind before/after: provides a list of options for reminder length. Available reminders range from 1 day to 30 days. The default in SafeSend Returns is 7 days.

Voucher Reminders will be sent the chosen number of days before the voucher due date.

Signing Reminders will be sent the chosen number of days after the last reminder or initial email was sent.

Signature Options

E-Sign: Your taxpayer will be able to either e-sign their e-file authorizations or they will be able to opt-out and manually sign and return them to you

Manual Sign and Return: This option removes the ability for your taxpayer to e-sign their e-file authorizations. Their only option will be to download and return to you (they will still be able to upload directly into SafeSend Returns, allowing you the ability to download)

When a Tax Return is set to be manually signed by the taxpayer, you will be able to apply your ERO Signature Stamps to the E-File forms during processing under the E-File Tab

Manual Sign and Return

Mailing Address: You can decide what address and fax number your clients sees, should they decide to manually return their e-file authorizations

These addresses are added in Settings/Signatures

Finish Return Processing

When you have finished processing a return and are ready to send it out for either review or to the client, click “Finish” in the lower right corner

You will be immediately prompted to either:

Send to another user for review: you will choose among a list of users.

Send to Partner: this will go directly to the Partner chosen during the submission process.

If you are the Partner the return is assigned to, you will not see this option

Approve for Delivery: This will update the status of the return from “Processing” or “In Review” to “Approved for Delivery”

Deliver to Client: This will trigger the initial notification to your taxpayer or spouse that their return is ready for review and e-signing

Once this is selected, the return will move out of Assignments and into Delivered Returns